Savings & Investments » Investments
Investments
This is a Qualifying Service
Our skilled representatives are available to meet with you at our
home office.
Schedule a no-cost, no-obligation appointment:
608-232-5000 or
800-533-6773 x2107
When it comes to investment advice, our expert recommendations are as individual as you are. Visit the UW Credit Union Financial Services Center, and we'll recommend a mix of quality investment options, such as stocks, bonds, annuities and mutual funds, based on your unique situation. Alternative investments are offered through a partnership with Financial Network Investment Corporation, an ING company. We also offer life and long-term care insurance to protect you and your loved ones.
Our Financial Planners are skilled at tailoring recommendations to meet your risk tolerance and investment goals:
Services
- Financial Management Analysis
- Retirement Analysis
- Investment Management
- Pension Rollovers
- Education Funding
Online Tools
Financial Network has a suite of online financial tools and information that can help you manage your finances. It includes online viewing of your accounts 24/7, weekly market review from investment experts, financial calculators, access to insurance and other financial products, an online library, and more. You'll likely want to add this link to your "favorites" menu.
Seminars
We provide a variety of seminars, from basic investing to advanced investment techniques. We also provide life and long-term card insurance seminars and counseling. Learn more about what we can offer by attending one of our seminars. We add new seminars periodically, so check our Seminars page often.
Contact Us Today
Our skilled representatives are available to meet with you at our 3500 University Avenue, Madison office. To schedule a no-cost, no-obligation appointment, call 608-232-5000 or 800-533-6773, ext. 2107.
Investments are not deposits, not insured by any federal government agency or NCUSIF, or guaranteed by UW Credit Union. Investments may lose value. Securities offered through Financial Network Investment Corporation, member SIPC. Financial Network and UW Credit Union are separate companies.
